Toll-Free: (800) 529-3951 | Albuquerque: (505) 514-0539 | Fax: (505) 792-6096 | Hours of operation: Monday-Friday, 8:00AM-5:00PM MST TEST

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Great news! Your information has landed in our inbox and our team is eager to connect with you soon. While you await our outreach, why not enjoy a complimentary e-book written by Specialized Trust Company’s own Keith Marsh (COO) & Edwin Kelley (CEO). The e-book ‘The Field Guide to Financial Freedom’ has a retail value of $29.95 but it’s yours today completely FREE! It’s our very small way of saying thank you! Click below to download your copy.

Download The Field Guide to Financial Freedom

We've gathered some some additional resources for you to browse while you wait for a member of our team to reach out.

Solo(k) FAQ

Do you have questions about Self-Directed Solo(k) Retirement Plans? Our FAQ is the best place to go for answers to our most frequently asked questions on Solo(k) accounts!

Solo(k) Contributions Explained

Confused about Solo(k) contributions? On the page below, you can find our helpful guide to how Solo(k) contributions work so you can know exactly what they are.

Check Before You Invest

There are many considerations one must consider when considering an investment. Learn some helpful tips on what to do before you invest.

Still have questions?

Can’t find an answer to what you’re looking for? Ask us here and we’ll do our best to answer it for you when we reach out. Be as specific as possible so we can make sure we’re prepared to cover it when we speak!

Specialized Trust Company

Albuquerque: (505) 514-0539
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110
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Specialized Trust Company

Albuquerque: (505) 514-0539
Toll-Free: (800) 529-3951
Fax: (505) 792-6096
6100 Indian School Rd. NE Suite 215
Albuquerque NM, 87110

 

Hours of operation:
Monday-Friday,
8:00AM – 5:00PM MST